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The financial plan that failed (and I had to admit defeat)

Last updated on: May 29, 2020 by David Lewis Filed Under: Financial Planning Tagged With: debt management, financial planning, life insurance, retirement savings, saving money, savings, whole life insurance

Back in my early years in the biz, I was friends with this young girl and (apparently) my name came up one time during dinner or something. Well one thing led to another and she approaches me and asks if I can help her dear old dad. I said “sure” and we arranged a meeting. […]

Drunken fist kung-fu savings

Last updated on: March 5, 2019 by David Lewis Filed Under: Life Insurance, Saving Money Tagged With: blended whole life, buy term life or whole life insurance, limited pay whole life, save money with whole life insurance, saving money, savings, whole life, whole life debate, whole life insurance, whole life policy, whole life savings, whole life vs term life

Back when I was a tweenager, I started taking Karate lessons. I never got that good at it until I met this guy Jim, who helped me figure out how to defend myself as a 130lb weakling. Anyway, at the time, there were a bunch of bigger guys in the dojo, all of whom could […]

How to capitalize on the defunct Trump bump

Last updated on: March 5, 2019 by David Lewis Filed Under: Life Insurance, Retirement Planning, Saving Money Tagged With: how to save money, retire, retirement plan, retirement savings, save money now, savings, Trump bump

Just when I thought our hurricane woes were over, another one hit Florida. We have family there so I was a little worried but thankfully no one was affected… at least not seriously. There’s something about natural disasters that makes me think that maybe, just maybe, I am not as good at predicting the future […]

Social insecurity

Last updated on: August 28, 2018 by David Lewis Filed Under: Retirement Planning Tagged With: future savings, how to save more money, retirement, retirement planning, retirement savings, saving money, savings, Social Security

New data from the Social Security Administration shows that the government won’t be able to pay promised benefits after 2035. The new report reads, in part: “The combined asset reserves of the Old-Age and Survivors Insurance and Disability Insurance (OASDI) Trust Funds are projected to become depleted in 2034, the same as projected last year, […]

What zombie pizza delivery vehicles can teach you about saving money

Last updated on: January 30, 2018 by David Lewis Filed Under: Saving Money Tagged With: how to save money, retirement savings, save money, saving money, savings

Recently read that Pizza Hut is going to introduce driverless vehicles that will deliver pizza right to your door. For realz. I can’t imagine what will happen to the poor old pizza delivery dood but I can imagine faster deliveries and fewer hurt feelings over tips (or the lack thereof). Got me thinking about how […]

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